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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,954 | $106,110-92.5% | $147,005-94.6% | $77,671-89.8% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | -79.89% | 56.77%-136.7pp | 418.76%-498.7pp | 31.21%-111.1pp |
| Employer contribution / active EE | $3,891 | $4,065-4.3% | $4,934-21.1% | $2,726+42.7% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |